How to Integrate WhatsApp with Fireflies

Staying on top of meeting notes is easier when they arrive where you already spend most of your time — WhatsApp. With this integration, Fireflies sends your AI summaries, action items, and key points straight to your WhatsApp right after each meeting. No extra steps, no switching tools.

Whether you're on the go or managing multiple conversations, this integration keeps your updates in your pocket so you can review and follow up instantly.

🔍 What Does the WhatsApp Integration Do?

Once connected, Fireflies delivers your meeting insights directly to WhatsApp — fast, clean, and ready to share.

Here’s what you can expect:

• Instant delivery of AI summaries, action items, and meeting notes

• Direct message to your WhatsApp number — no extra apps or steps

• A link to the full transcript + recap for deeper review

• Optional rules to control which meetings get sent (title, host, participants, type)

• Reliable updates right where you already communicate with your team

🔑 Prerequisites

Before connecting WhatsApp with Fireflies, make sure you have:

• A Fireflies account → You’ll set up the integration from your Fireflies workspace.

• Your WhatsApp number → Ensure it’s active and can receive a 6-digit verification code.

Once these are ready, you can connect WhatsApp and Fireflies in just a few clicks.

🔗 Connect Fireflies to WhatsApp

Step 1: Log in to your Fireflies account, go to the Integrations page, and search for WhatsApp. Click on it to get started.

Step 2: A configuration page will open where you can add your configuration settings. Click the + Configuration button to continue.

⚙ Setting Up Your Configuration

Step 1: Add Your WhatsApp Phone Number

Select your country code and enter the WhatsApp phone number where you want to receive your meeting summaries.

Fireflies will send a verification code to this number via WhatsApp to confirm it's really you.

Step 2: Enter the Verification Code

Once you receive the 6-digit verification code on your WhatsApp, enter it into the field shown on screen.

This confirms that the number belongs to you and activates your WhatsApp connection.

After entering the code, click Continue to move to the next step.

Step 3: Provide Your Consent

WhatsApp requires explicit permission before Fireflies can send automated messages to your number.

By enabling this integration, you allow Fireflies to send meeting summaries to your WhatsApp number automatically after each meeting, based on your configuration.

Click Continue to confirm your consent and proceed.

Step 4: Send a Sample Note

Before finishing your setup, you can send a sample note to your WhatsApp to make sure everything is working correctly.

• Click Send a sample note → Fireflies will instantly send a test message to your WhatsApp number.

• Open WhatsApp to confirm you received the sample note successfully.

Once everything looks good, click Continue to move to the next step.

🧩 Additional Options – Integration Rules

By default, Fireflies sends every meeting summary to your WhatsApp. If you want more control, integration Rules let you decide which meetings should (or shouldn’t) be delivered to WhatsApp.

🗂 All Meetings

Send summaries from every meeting — client calls, internal syncs, interviews, standups, and more.

This is the default option and requires no filters.

📝 Meeting Title

Send WhatsApp summaries only when the meeting title matches specific rules (Contains, Starts With, Equals, Doesn’t Contain).

Example: Only send summaries for meetings titled “Client Review” or “Weekly Planning.”

👤 Meeting Host

Filter summaries by who hosted the meeting.

• Equals → Only send summaries from meetings hosted by john@example.com.

• Not Equal → Send summaries from all meetings except those hosted by John.

👥 Meeting Participants

Choose which meetings should send summaries based on who attended.

• Contains → Only send summaries when sara@example.com attends.

• Doesn’t Contain → Skip meetings that included alex@example.com.

🎦 Meeting Type

Send summaries only from specific meeting categories.

Example: Equals External → Only send summaries for client-facing meetings.

🔀 Apply Multiple Filters

Combine rules for precise control over which summaries get delivered to WhatsApp.

• Example: Title contains Interview AND host is john@example.com.

• You can use AND (all conditions must match) or OR (any one condition matches).

You can see all the filters you’ve applied in your WhatsApp configuration. Fireflies will only send summaries to WhatsApp for meetings that match every rule you’ve set.

Example: Title contains Interview, host = John, participant = Mary, type = External.

💾 Save Your Configuration

Click Save to activate the integration — a flash message will confirm that your configuration has been successfully added.

👥 Team Options

If you don’t want every teammate setting up their own WhatsApp configurations—or if you need consistent summary delivery across the organization—Integration Scope gives workspace admins full control over how the WhatsApp integration is used.

1. Click the vertical ellipsis (⋮) next to your WhatsApp integration and select Team Options.

2. You’ll see two workspace-level controls:

• Apply to entire workspace → Toggle this ON to use a single shared WhatsApp configuration for your whole team.

• Restrict non-admin usage → Toggle this ON to prevent teammates from creating their own WhatsApp configurations. This is useful for teams that require compliance, standard delivery rules, or consistency across departments.

3. After adjusting these options to match your team’s workflow, click Save to apply the changes.

🛠 Manage Configuration

As your workflow changes, you may want to update your WhatsApp integration — for example, renaming your configuration, changing delivery settings, or removing configurations you no longer need. Fireflies makes it easy to manage everything in one place.

• ✏ Edit Configuration Name → Give each WhatsApp configuration a clear, descriptive name so it’s easy to recognize — especially if you're setting up multiple rule-based configurations. Click the configuration name (for example, Default Configuration), type the new name (like Client Meeting Summaries), and click outside the field to save.

• ⚙ Edit Configuration Settings → Need to change how your meeting summaries are sent to WhatsApp? Click the vertical ellipsis (⋮) next to a configuration, select Edit, update your WhatsApp number, adjust your delivery rules (like meeting title, host, participants, or meeting type), and click Update to save your changes.

• 🔘 Enable or Disable a Configuration → Use the toggle next to any WhatsApp configuration to turn it on or off instantly. Toggle ON to let Fireflies send meeting summaries to the WhatsApp number set in that configuration. Toggle OFF to pause delivery without deleting the configuration.

• 🗑 Delete Configuration → If a configuration is no longer needed (for example, you switch numbers or no longer want summaries sent through that setup), you can safely delete it. Click the vertical ellipsis (⋮) next to the configuration, select Delete, and confirm.

📤 How Messages Appear in WhatsApp

Once your WhatsApp integration is set up, Fireflies will automatically send a neatly formatted meeting summary to your WhatsApp number after each meeting (based on your rules and configuration).

Each WhatsApp message includes:

• Meeting Overview — a quick snapshot of what the call was about

• Detailed Notes — organized summaries and key discussion points

• Action Items — tasks and follow-ups identified during the meeting

• Link to Full Recap — jump directly to the Fireflies transcript and full summary

Messages are delivered in real time right after the meeting ends, so you can review, share, or act on key points instantly — without opening the Fireflies app.

🛠 Troubleshooting

❓ Frequently Asked Questions

Q1. Will every meeting summary be sent to my WhatsApp automatically?

Not necessarily — it depends on your configuration. You can choose to send all meetings or apply filters like meeting title, host, participants, or meeting type.

Q2. Can I change the WhatsApp number later?

Yes — Go to your WhatsApp configuration, edit the phone number, and complete the verification process again.

Q3. What happens if I don’t enter the verification code in time?

The code expires in 5 minutes. You can request a new one and try again.

Q4. Can I turn off WhatsApp summaries temporarily?

Yes — Use the toggle switch to disable your configuration without deleting it.

Q5. Can different team members use different WhatsApp numbers?

Yes — unless the admin enables workspace-level control, in which case all teammates follow a shared configuration.

Q6. Are the WhatsApp summaries full transcripts?

No — WhatsApp messages include the overview, detailed notes, action items, and a link to the full recap inside Fireflies.

Q7. What happens if I delete my WhatsApp configuration?

Fireflies will immediately stop sending summaries to that number. You can reconnect anytime by adding a new configuration.

🔄 Recap

The Fireflies + WhatsApp integration gives you instant access to your meeting intelligence right inside the app you use every day.

Here’s what it offers:

• Automated delivery → Fireflies sends meeting summaries straight to your WhatsApp.

• Customizable rules → Control which meetings trigger WhatsApp updates.

• Real-time updates → Receive summaries moments after your meeting ends.

• Easy testing → Send a sample note to confirm everything works.

• Flexible management → Edit, rename, enable/disable, or delete configurations anytime.

• Team-level controls → Admins can manage workspace-wide settings for consistent workflows.

Stay aligned, stay informed, and stay productive — all from your WhatsApp chat.

📚 Related Guides

Want to explore more? These guides will help you get the most out of Fireflies:

📌 Fireflies Collaboration Integrations → Explore all Fireflies integrations built for team collaboration tools like Slack, Microsoft Teams, etc.

📌 AI Meeting Summaries Guide → Understand how Fireflies captures, summarizes, and organizes meeting takeaways.

📌 Fireflies Notepad → Learn how to edit and refine your meeting notes before sending them to other tools.